Broker Check

Our Team

Michael P. Costelloe, CFP®



Michael started his career as a Financial Planner with Waddell & Reed in 1990 helping people with their investment and financial planning needs in the Lake Tahoe area. He had previously been in corporate accounting and Hotel Management...

Read more

Alyssa Flynn

Client Services Manager



Alyssa manages the office, and takes great care of all service items for the clients at Costelloe Financial. She is currently pursuing a degree in International Business with an emphasis in Management from the University of Nevada,...
Read more